How do I access my statements, confirmations, and tax forms? Here's how to get started. Step 1: login to your direct account Step 2: click profile and documents on the right side menu Step 3: click view statements, confirmations, and tax forms From there, you can select the year, beneficiary account, and the type of document you need It's that simple. Need a document from 2012 or earlier, or have other questions? Give us a call Monday through Friday, 8:30 am until 6:00 pm at 1.800.AFFORD.IT. That's 1.800.233.6734 How do I access my statements, confirmations, and tax forms? Here's how to get started. Step 1: login to your direct account Step 2: click profile and documents on the right side menu Step 3: click view statements, confirmations, and tax forms From there, you can select the year, beneficiary account, and the type of document you need It's that simple. Need a document from 2012 or earlier, or have other questions? Give us a call Monday through Friday, 8:30 am until 6:00 pm at 1.800.AFFORD.IT. That's 1.800.233.6734 We're happy to help.